Projects - Project Template Screen

General Information
The Project Template screen is divided into two panes and allows you to create a new project template, view the details of an existing template, and to modify or copy an existing template.

To select a template, first choose a department by selecting from the first pull-down menu in the left pane. Then choose the template from the second pull-down menu. Once you select the template, you will see each task and action in the left pane. The right pane includes the individual screens (tabs) for project or template detail data input. By default, the Project Template screen opens to the General tab.

The project or template detail area, the right pane, includes the individual screens (tabs) for project or template detail data input. By default, the Project Template screen opens to the General tab.

The details that comprise a project or template consist of the following:

• General tab - the General tab of the Start Project screen collects the project name and description, the due date and time, and the perpetual project election. (required)
• General tab - the Project Tasks area of the General tab of the Project Template screen collects the details for any tasks associated with the template. (required)
• Documents/Related Items tab - the Documents/Related Items tab collects the designated related contacts and related files for the template and allows you to establish padlock security permissions.
• Action Scheduler tab - the Action Scheduler tab collects details for any actions associated with the template.
• Budget Information tab - the Budget Information tab collects project expense item input.
• Progress Notes tab - the Progress Notes tab collects notes and comments about the template.

• From the Projects screen, select the specific department in the Departments tree control list (left pane).
• Click the "Templates" toolbar icon.